Civic Intelligence

First Command Educational Foundation

990 • Fiscal year 2016 • EIN 75-1973894

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 11, 2017

Organization ProfileWWW.FCEF.COM

View Organization Page

1 Firstcomm PlazaFort Worth, TX 76109-4999

(817) 569-2260

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.14x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

68th percentile

9.4%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$147,811

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

6.1%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$1,610,082

Up $173,035 (+12%) from 2015

Net Assets

Up

$1,474,095

Up $97,011 (+7.0%) from 2015

Liabilities

Up

$135,987

Up $76,024 (+127%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin68th percentile

Revenue

Up

$951,942

Up $54,667 (+6.1%) from 2015

Expenses

Up

$862,592

Up $81,083 (+10%) from 2015

Net Income

Down

$89,350

Down $26,416 (-23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,203,374Liabilities 2010: $90,850Net Assets 2010: $1,112,5242010Assets 2011: $1,113,197Liabilities 2011: $57,860Net Assets 2011: $1,055,3372011Assets 2012: $1,186,910Liabilities 2012: $58,730Net Assets 2012: $1,128,1802012Assets 2013: $1,330,937Liabilities 2013: $44,175Net Assets 2013: $1,286,7622013Assets 2014: $1,405,993Liabilities 2014: $52,004Net Assets 2014: $1,353,9892014Assets 2015: $1,437,047Liabilities 2015: $59,963Net Assets 2015: $1,377,0842015Assets 2016: $1,610,082Liabilities 2016: $135,987Net Assets 2016: $1,474,0952016Assets 2017: $1,681,906Liabilities 2017: $116,977Net Assets 2017: $1,564,9292017Assets 2018: $1,554,248Liabilities 2018: $123,220Net Assets 2018: $1,431,0282018Assets 2019: $1,685,948Liabilities 2019: $81,434Net Assets 2019: $1,604,5142019Assets 2020: $1,924,605Liabilities 2020: $92,881Net Assets 2020: $1,831,7242020Assets 2021: $2,107,483Liabilities 2021: $66,597Net Assets 2021: $2,040,8862021Assets 2022: $1,916,187Liabilities 2022: $170,595Net Assets 2022: $1,745,5922022Assets 2023: $1,930,162Liabilities 2023: $111,548Net Assets 2023: $1,818,6142023Assets 2024: $1,991,379Liabilities 2024: $96,106Net Assets 2024: $1,895,2732024

Highlighted filing

2016

Assets$1,610,082
Liabilities$135,987
Net Assets$1,474,095
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $763,9402010Expenses 2011: $720,7772011Expenses 2012: $666,7852012Revenue 2013: $742,493Expenses 2013: $624,427Net Income 2013: $118,0662013Revenue 2014: $815,954Expenses 2014: $728,824Net Income 2014: $87,1302014Revenue 2015: $897,275Expenses 2015: $781,509Net Income 2015: $115,7662015Revenue 2016: $951,942Expenses 2016: $862,592Net Income 2016: $89,3502016Revenue 2017: $945,292Expenses 2017: $894,751Net Income 2017: $50,5412017Revenue 2018: $1,200,305Expenses 2018: $1,226,841Net Income 2018: -$26,5362018Revenue 2019: $1,220,909Expenses 2019: $1,117,595Net Income 2019: $103,3142019Revenue 2020: $1,168,723Expenses 2020: $972,201Net Income 2020: $196,5222020Revenue 2021: $1,064,951Expenses 2021: $900,670Net Income 2021: $164,2812021Revenue 2022: $1,077,644Expenses 2022: $1,116,274Net Income 2022: -$38,6302022Revenue 2023: $1,096,536Expenses 2023: $1,134,581Net Income 2023: -$38,0452023Revenue 2024: $982,238Expenses 2024: $949,055Net Income 2024: $33,1832024

Highlighted filing

2016

Revenue$951,942
Expenses$862,592
Net Income$89,350
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$980,025
Mission and Program Overview

Mission

First command educational foundation (the "foundation") is a 501(c)(3) public charity that provides grant support for charitable, religious, scientific, literary or educational purposes and conducts financial educational programs. The major programs of the foundation are as follows:scholarship program - provides scholarships for those military and civilian individuals pursuing undergraduate and graduate degrees as well as trade programs and professional certification.education - provides financial education courses and classroom instruction to individuals, businesses, and community organizations.

To educate those who serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,100,126$1,138,365▲ $38,239
Investments Other Securities$175,427$232,862▲ $57,435
Cash and Non-Interest-Bearing Accounts$143,765$214,790▲ $71,025
Other Notes and Loans Receivable, Net$7,572$17,307▲ $9,735
Inventories for Sale or Use$6,332$3,789▼ $2,543
Land, Buildings, and Equipment, Net$3,825$2,969▼ $856
Total Assets$1,437,047$1,610,082▲ $173,035
Liabilities
Accounts Payable and Accrued Expenses$54,463$69,457▲ $14,994
Other Liabilities$5,500$66,530▲ $61,030
Total Liabilities$59,963$135,987▲ $76,024
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,004,000$1,004,000→ $0
Unrestricted Net Assets$298,227$372,564▲ $74,337
Temporarily Rstr Net Assets$74,857$97,531▲ $22,674
Total Net Assets Fund Balance$1,377,084$1,474,095▲ $97,011
Total Liabilities and Net Assets / Fund Balance$1,437,047$1,610,082▲ $173,035

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,969$24,911$27,880
Other Securities$232,862--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,100,126$12,760▲ $83,789-$1,138,365
2015$1,127,012$36,920▼ $28,986-$1,100,126
2014$1,078,480$61,351▲ $47,805-$1,127,012
2013$1,050,118$33,835▲ $91,114$88,049$1,078,480
2012$1,002,322$21,400▲ $78,543-$1,050,118
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vickie ColemanChief Executive OfficerFT$132,255$15,556$147,811

Board Members and Trustees

NameTitle
Robert SlaughterChairman
Paul SmithVice President
Brent SmithDirector
Chris KirkpatrickDirector
Doris TerrellDirector
Fred OffuttDirector
Mark LeachDirector
Mark NielsenDirector
Tish NormanDirector
Doug WorrellDirector of Finance
Lori SidronySecretary
Michael MorrisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$796,419
Program Service Revenue
$0
Investment Income
$94,211
Other Revenue
$61,312
All Other Contributions
$796,419
Change in Net Assets
$89,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$951,942
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$134,618
Total Revenue per Audited Statements
$1,086,560
Total Revenue per Form 990
$951,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$572,493
Grants and Similar Amounts Paid$204,750
Other Expenses$85,349
Total Fundraising Expense$74,354
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$339,415$21,083$50,156$410,654
Grants to Domestic Individuals$204,750--$204,750
Current Officers, Directors, Trustees, and Key Employees$122,169$7,589$18,053$147,811
Fees for Services Accounting$29,374$1,313$3,870$34,557
Other Expenses$12,637$6,215$329$19,181
Office Expenses$3,550$12,548$880$16,978
Pension Plan Contributions-$14,028-$14,028
Advertising$3,776$4,100$85$7,961
Travel$1,719$1,137$474$3,330
Fees for Services Other$1,857--$1,857
Depreciation Depletion$727$33$96$856
Insurance-$218$411$629
Total Functional Expenses$719,974$68,264$74,354$862,592

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$989,549
Expenses per Audited Statements$862,592
Total Expenses per Form 990$862,592
Expenses Not Reported on Form 990$126,957
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$89,395
Fundraising Direct Expenses$27,807
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$53,933$53,933$472$53,461
Concert$35,462$35,462$13,395$22,067
Total Events$89,395$89,395$27,807$61,588
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable - Long-term Portion$45,000
Scholarships Payable - Current Portion$15,000
Pledges Payable$6,530
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The ceo works with the director of finance or other board members as necessary to provide inputs to the preparing firm. Once the entire form is completed by the firm; the ceo, director of finance, and board tresurer review the form before it is signed and submitted to the department of treasury.”

Form 990, Part VI, Section B, Line 12C

“Reviewed by the board on an annual basis”

Form 990, Part VI, Section B, Line 15

“The finance and audit committee reviews salary compensation guides for applicable jobs in both the fort worth communities and national positions. After review by hr personnel and compliance with any recommended changes, the finance and audit committee makes the salary recommendation to the fcef board for approval.”

Form 990, Part VI, Section C, Line 18

“All applicable forms are posted on the organization's public website and provided to other monitoring organizations such as guidestar”

Form 990, Part VI, Section C, Line 19

“Financial documents and annual reports are posted on the organization's public website and provided to other monitoring organizations such as guidestar. Any governing documents are provided to anyone who requests the document.”

Filing and Contact Details

Filer

Filer Name
First Command Educational Foundation
EIN
75-1973894
Phone
8175692260
Address
1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109-4999

Signing Officer

Name
Vickie Coleman
Title
Chief Executive Officer
Phone
8177318621
Signed
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vickie Coleman
Formed
1983
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
12
Employees
7
Volunteers
200

Preparer

Firm
Auldridgegriffin Pc
Address
6300 RIDGLEA PLACE SUITE 810, FORT WORTH, TX 76116
Preparer
Keith Hollar
Phone
8175584000
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“First command educational foundation (the "foundation") is a 501(c)(3) public charity that provides grant support for charitable, religious, scientific, literary or educational purposes and conducts financial educational programs. The major programs of the foundation are as follows: scholarship program - provides scholarships for those military and civilian individuals pursuing undergraduate and graduate degrees as well as trade programs and professional certification. Education - provides financial education courses and classroom instruction to individuals, businesses, and community organizations.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of all endowment funds is to award scholarship grants. One endowment, jay smith, also pays out dollars to provide unit recognition and individual achievement.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment for golf tournament and concert expenses reported on part viii and schedule g”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment for golf tournament and concert expenses reported on part viii and schedule g”

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IRS990/GrossReceiptsAmt0980025
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0411
IRS990/InsuranceGrp/ManagementAndGeneralAmt0218
IRS990/InsuranceGrp/TotalAmt0629
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06332
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03789
IRS990/InvestmentIncomeGrp/ExclusionAmt094211
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt094211
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0175427
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0232862
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01100126
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01138365
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024911
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03825
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02969
IRS990/LandBldgEquipCostOrOtherBssAmt027880
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01377084
IRS990/NetAssetsOrFundBalancesEOYAmt01474095
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt061588
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt061588
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-276
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-276
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07661
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0880
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012548
IRS990/OfficeExpensesGrp/ProgramServicesAmt03550
IRS990/OfficeExpensesGrp/TotalAmt016978
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0329
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06215
IRS990/OtherExpensesGrp/ProgramServicesAmt012637
IRS990/OtherExpensesGrp/TotalAmt019181
IRS990/OtherLiabilitiesGrp/BOYAmt05500
IRS990/OtherLiabilitiesGrp/EOYAmt066530
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt050156
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021083
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0339415
IRS990/OtherSalariesAndWagesGrp/TotalAmt0410654
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt07572
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt017307
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014028
IRS990/PensionPlanContributionsGrp/TotalAmt014028
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01004000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01004000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0VICKIE COLEMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION - PROVIDES FINANCIAL EDUCATION COURSES AND CLASSROOM INSTRUCTION TO INDIVIDUALS, BUSINESSES, AND COMMUNITY ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0357550
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0793199
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0132000
IRS990/PYInvestmentIncomeAmt061134
IRS990/PYOtherExpensesAmt0119928
IRS990/PYOtherRevenueAmt042942
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0115766
IRS990/PYSalariesCompEmpBnftPaidAmt0529581
IRS990/PYTotalExpensesAmt0781509
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0897275
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt089350
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0796419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0793199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0702291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0662218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0645692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03599819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt094211
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt061133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt070451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt050598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032284
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0308677
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0267142
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43210
IRS990ScheduleA/PublicSupportPY170Pct00.41650
IRS990ScheduleA/PublicSupportTotal170Amt01688897
IRS990ScheduleA/SubstantialContributorsTotAmt01910922
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0796419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0793199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0702291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0662218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0645692
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03599819
IRS990ScheduleA/TotalSupportAmt03908496
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.19000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01100126
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012760
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01138365
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt058310
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt083789
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01127012
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt036920
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01100126
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt034820
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28986
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01078480
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt061351
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01127012
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt060624
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047805
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01050118
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt033835
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01078480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt08538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091114
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt088049
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01002322
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt021400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01050118
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt052147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078543
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt099150
IRS990ScheduleD/DonatedServicesUseFcltsAmt099150
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02969
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024911
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027880
IRS990ScheduleD/ExpensesNotReportedAmt0126957
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0862592
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07661
IRS990ScheduleD/OtherExpensesIncludedAmt027807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06530
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt245000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PLEDGES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SCHOLARSHIPS PAYABLE - CURRENT PORTION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SCHOLARSHIPS PAYABLE - LONG-TERM PORTION
IRS990ScheduleD/OtherRevenueAmt027807
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0232862
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BOARD RESERVED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.73000
IRS990ScheduleD/RevenueNotReportedAmt0134618
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0951942
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF ALL ENDOWMENT FUNDS IS TO AWARD SCHOLARSHIP GRANTS. ONE ENDOWMENT, JAY SMITH, ALSO PAYS OUT DOLLARS TO PROVIDE UNIT RECOGNITION AND INDIVIDUAL ACHIEVEMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENT FOR GOLF TOURNAMENT AND CONCERT EXPENSES REPORTED ON PART VIII AND SCHEDULE G
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT FOR GOLF TOURNAMENT AND CONCERT EXPENSES REPORTED ON PART VIII AND SCHEDULE G
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02969
IRS990ScheduleD/TotalBookValueSecuritiesAmt0232862
IRS990ScheduleD/TotalExpensesPerForm990Amt0862592
IRS990ScheduleD/TotalLiabilityAmt066530

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,610,082
Liabilities
$135,987
Net assets
$1,474,095
Revenue
$951,942
Expenses
$862,592
Net income
$89,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.10$1.90$0.98$0.95$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.11$1.82$1.10$1.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.17$1.75$1.08$1.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.07$2.04$1.06$0.90$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.09$1.83$1.17$0.97$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.08$1.60$1.22$1.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.12$1.43$1.20$1.23$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.12$1.56$0.95$0.89$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.14$1.47$0.95$0.86$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.06$1.38$0.90$0.78$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.05$1.35$0.82$0.73$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.04$1.29$0.74$0.62$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.06$1.13$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.06$1.06$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.09$1.11$0.76